-18.6%
NRG vs NIO
-37.4%
+18.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.6% | +8.0% | +6.6% |
| 7D | +7.1% | -13.0% | +20.2% | +9.1% |
| 30D | -1.4% | -18.3% | +16.9% | +1.3% |
| 3M | -10.5% | -33.2% | +22.8% | -5.4% |
| 6M | -26.7% | -21.5% | -5.3% | -25.3% |
| YTD | -24.5% | -25.5% | +1.0% | -22.7% |
| 1Y | -18.6% | -38.0% | +19.4% | -8.6% |
| All | -18.6% | -37.4% | +18.8% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling